OUR TEAM

Suzanne Allen

LEAD ADVISER

Suzanne Allen

As Managing Director and Senior Planner, Suzanne is responsible for both the financial planning needs of her clients and ensuring that the strategic goals of the business are met. She has invaluable knowledge and expertise in financial planning having worked for a variety of practices before becoming a founding Director of Heritage in 2006. Since then she has qualified as a Chartered and Certified Financial Planner and a Pension Transfer Specialist, and is also a Registered Life Planner with the Kinder Institute. Suzanne has comprehensive experience in all aspects of financial planning from retirement planning to specialist planning and enjoys working in niche areas where she firmly feels a focused and dedicated service is required. For this reason she recently joined Resolution, to enhance her experience when dealing with family based issues. Sue maintains a healthy work life balance and enjoys spending her downtime on family trips with her husband Jon and children Ben and Phoebe. She also enjoys keeping fit, having recently run the Reading Half Marathon to raise much needed funds for our sponsored charity 'Creating Better Futures'.

Meet more of the team

Lucy Grifferty

Lucy Grifferty

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FINANCIAL ADVISER

Tim Embleton

Tim Embleton

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FINANCIAL ADVISER

Matt Grifferty

Matt Grifferty

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FINANCIAL ADVISER

Marion Martin

Marion Martin

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Paraplanner & Administrator

Mark Stewart

Mark Stewart

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FINANCIAL ADVISER

Michelle Smith

Michelle Smith

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FINANCIAL ADVISER

Oliver Field

Oliver Field

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FINANCIAL ADVISER

Mikeala Jones

Mikeala Jones

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Project Manager

Stephanie Manners-Butler

Stephanie Manners-Butler

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HEAD OF PARAPLANNING